Job Description
Join our elite team at Peak Wealth Management Group and transform your financial expertise into a rewarding career. We're seeking a dynamic Financial Advisor to serve clients in the thriving Colorado Springs area. As a key member of our client-centric practice, you'll build meaningful relationships while delivering personalized wealth strategies. Immediate start date available for qualified candidates. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a supportive environment.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Cultivate new client relationships through strategic networking and referral programs
- Analyze market trends to provide actionable investment recommendations
- Manage diverse portfolios including equities, bonds, retirement accounts, and insurance products
- Conduct regular portfolio reviews and performance reporting
- Maintain FINRA Series 7 and 66/63/65 certifications compliance
- Collaborate with internal partners for holistic client solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Minimum 3 years of financial advisory experience with proven track record
- Active FINRA Series 7 and Series 66/63/65 licenses
- Exceptional communication and presentation skills
- Strong analytical abilities with proficiency in financial planning software
- Valid Colorado State Securities License
- Proven ability to build and maintain client relationships
- Entrepreneurial mindset with drive for growth